Convert your SoFi Bank Statement to Excel & CSV
Copy-pasting your SoFi PDF into a spreadsheet scrambles the columns. StatementSheet rebuilds them, checks the rows it can against the printed balances, and says which ones it could not.
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SoFi statements are handled by our generic geometry parser, which detects the header row, infers the columns, and reconstructs each transaction regardless of the exact layout SoFi uses.
US statements use MM/DD/YYYY dates and a dollar amount column; StatementSheet detects the date order automatically. The parser then reconciles the statement automatically: it checks the running balance wherever it can read one, ties the transactions to the closing balance it read, and flags anything that does not add up.
SoFi doesn't have branches to visit, so the PDF is the source of truth. Download it from the SoFi app or web dashboard, then drop it in below. Parsing happens entirely in your browser and the file is never uploaded.
How to convert your SoFi statement
Download the PDF
Save your SoFi statement as a PDF from online banking.
Drop it above
The transactions are parsed locally in your browser. An unreadable scanned page goes to cloud OCR only with your explicit OK.
Review the badge
Green means everything it could check tied out; amber highlights the rows that failed a check.
Download
Export a clean .xlsx or CSV for Excel, QuickBooks or Xero.
Supported formats
Export to PDF Bank Statement to Excel · PDF Bank Statement to CSV · Scanned Bank Statement to Excel · Credit Card Statement to Excel.
SoFi statement FAQ
Is my SoFi statement uploaded to a server?
No. Text-based SoFi PDFs are parsed in your browser with JavaScript, so the file never leaves your device. Scanned statements are OCR'd on-device too; an unreadable page is sent to cloud OCR only if you explicitly approve it.
Which SoFi account types work?
Checking, savings and credit-card style SoFi statements all work. The parser reads the transaction table regardless of account type and reconciles the running balance wherever our parser can read one.
Can I export SoFi transactions to CSV for QuickBooks or Xero?
Yes. Download a clean CSV with consistent Date, Description, Debit, Credit, Amount and Balance columns that imports directly into QuickBooks, Xero, Wave or Excel.
What if a row looks wrong?
Any row that breaks the running balance is highlighted in the editable preview grid. Fix the cell inline and your correction flows straight into the .xlsx and CSV download.
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